Level Wealth Management LLC Vanguard Value ETF Transaction History
Level Wealth Management LLC
- $190 Billion
- Q3 2025
A detailed history of Level Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 1,863 shares of VTV stock, worth $348,660. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,863
Previous 3,656
49.04%
Holding current value
$348,660
Previous $646 Million
46.23%
% of portfolio
0.18%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio